小米财报预期高，市场关注股价表现 - 老虎社区

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- Tom稳住啊Tom稳住啊
  ·2025-08-11
  $小米集团-W(01810)$ 估计小米财报预期又是很高，但是股价确实相反走向，高预期低股价，捧起来杀[笑哭] [笑哭] [笑哭] 期待一下8.19的表现吧！看看能不能做一波空[贱笑] [贱笑] [贱笑]
  7,255 评论
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- 放松心情放松心情
  ·2025-05-27
  $小米集团-W(01810)$ 一定会超预期！
  非常抱歉，此主贴已删除
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- 门_7322门_7322
  ·2025-05-27
  $小米集团-W(01810)$ 没啥亮点中规中矩
  今晚，小米财报的预期很高
  过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。分析指出，这种估值水平意味着，任何低于预期的业绩表现都可能引发剧烈的股价回调。
  今晚，小米财报的预期很高
  2,655 评论
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- Tom稳住啊Tom稳住啊
  ·2025-08-11
  $小米集团-W(01810)$ 估计小米财报预期又是很高，但是股价确实相反走向，高预期低股价，捧起来杀[笑哭] [笑哭] [笑哭] 期待一下8.19的表现吧！看看能不能做一波空[贱笑] [贱笑] [贱笑]
  7,255 评论
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n今晚，小米财报的预期很高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-05-27 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小米今夜公布季报时，恐怕很难超越投资者已经拉满的预期。</p><p>过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1e61cd5a7f05413e24f56a585fd7004\" tg-width=\"560\" tg-height=\"240\"/></p><p>据报道，分析师预计小米第一季度销售额将激增44%，主要受益于电动汽车业务的强劲势头以及人工智能物联网相关产品的增长。然而，如此乐观的预期也为财报表现设置了极高的门槛。</p><p>报道表示，当前估值水平意味着，任何低于预期的业绩表现都可能引发剧烈的股价回调。<strong>市场对小米财报的紧张情绪已经在期权交易中显露无遗。</strong></p><p>期权交易员预计，<strong>财报公布后股价将出现4.5%的双向波动，这一数字明显高于过去八个季度财报后平均3%的涨跌幅</strong>。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Gokul Hariharan及其团队上周在研报中直言不讳地警告：</p><blockquote><p>我们对小米保持中性立场，因为该股看起来估值合理，所有积极催化剂已经在股价中得到充分反映。我们等待电动汽车业务进一步强劲增长的信号，或者等待更好的入场时机。</p></blockquote><p>报道指出，小米的股价表现成为了沉重的包袱。当市场已经将所有利好消息都消化完毕，剩下的只有两种可能：<strong>要么交出远超预期的惊艳业绩，要么面对残酷的估值修正</strong>。</p><p>对于今晚即将公布的财报，小米需要证明其<strong>电动汽车和AI物联网业务的增长势头足以支撑当前的估值</strong>。否则，近期反弹上涨的势头可能会戛然而止。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3747916","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538326487","content_text":"小米今夜公布季报时，恐怕很难超越投资者已经拉满的预期。过去六个月里，小米的股价飙升了近 90%，创下恒生科技指数成分股最佳表现，预期市盈率已飙升至28倍，成为该板块最昂贵的标的之一。据报道，分析师预计小米第一季度销售额将激增44%，主要受益于电动汽车业务的强劲势头以及人工智能物联网相关产品的增长。然而，如此乐观的预期也为财报表现设置了极高的门槛。报道表示，当前估值水平意味着，任何低于预期的业绩表现都可能引发剧烈的股价回调。市场对小米财报的紧张情绪已经在期权交易中显露无遗。期权交易员预计，财报公布后股价将出现4.5%的双向波动，这一数字明显高于过去八个季度财报后平均3%的涨跌幅。摩根大通分析师Gokul Hariharan及其团队上周在研报中直言不讳地警告：我们对小米保持中性立场，因为该股看起来估值合理，所有积极催化剂已经在股价中得到充分反映。我们等待电动汽车业务进一步强劲增长的信号，或者等待更好的入场时机。报道指出，小米的股价表现成为了沉重的包袱。当市场已经将所有利好消息都消化完毕，剩下的只有两种可能：要么交出远超预期的惊艳业绩，要么面对残酷的估值修正。对于今晚即将公布的财报，小米需要证明其电动汽车和AI物联网业务的增长势头足以支撑当前的估值。否则，近期反弹上涨的势头可能会戛然而止。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":2655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":466334935998544,"gmtCreate":1754876463624,"gmtModify":1754878087535,"author":{"id":"3563687913772619","authorId":"3563687913772619","name":"Tom稳住啊","avatar":"https://static.tigerbbs.com/5d00d212c3f2b3d4433a75d732c32a75","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563687913772619","idStr":"3563687913772619"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 估计小米财报预期又是很高，但是股价确实相反走向，高预期低股价，捧起来杀[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp; 期待一下8.19的表现吧！看看能不能做一波空[贱笑]&nbsp; [贱笑]&nbsp; [贱笑]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 估计小米财报预期又是很高，但是股价确实相反走向，高预期低股价，捧起来杀[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp; 期待一下8.19的表现吧！看看能不能做一波空[贱笑]&nbsp; [贱笑]&nbsp; [贱笑]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 估计小米财报预期又是很高，但是股价确实相反走向，高预期低股价，捧起来杀[笑哭] [笑哭] [笑哭] 期待一下8.19的表现吧！看看能不能做一波空[贱笑] [贱笑] [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466334935998544","isVote":1,"tweetType":1,"viewCount":7255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}